A hub for independent voices and signals
The Nasdaq’s return compared to US Treasuries is now at a record high, surpassing levels seen during previous bubbles and indicating a significant gap between equity and bond returns. So many unsustainable metrics out there right now. This also underscores …
The Bank of Japan, which holds a staggering 47% of ALL outstanding Japanese government #debt, has announced additional bond purchases to push #yields lower. This is as awkward as it sounds!The higher the debt-to-GDP ratio, the LOWER yields. pic.twitter.com/vAL0qWM87f — …
The equity risk premium (ERP) is at the lowest level since 2006 Indicating that stocks are very expensive relative to bonds pic.twitter.com/5tysUfs1Hy — Bravos Research (@bravosresearch) September 4, 2023 This ratio hit levels comparable to the Dot Com bubble We …
It is clear that home affordability is deteriorating rapidly, and this trend is likely to continue in the near future. This could lead to another housing market crash, as people are unable to keep up with their mortgage payments. …
https://twitter.com/Barchart/status/1690117530449235968 https://twitter.com/SuburbanDrone/status/1690096400414003200 https://twitter.com/SuburbanDrone/status/1690091076390920193
https://t.co/HalIfhU6gE — Win Smart, CFA (@WinfieldSmart) July 19, 2023 The median home price in the U.S. is up ~38% since 2020. The average interest rate on a 30-year mortgage is up from 2.7% to 7.1% in ~2.5 years. The average …
Buying NVIDIA shares today costs you 40 times historical annual revenues. That's 40 years to get your money back, assuming $0 cost, 0% tax and a 100% payout ratio. Good luck! pic.twitter.com/tYUZc3Ito8 — Michal Stupavsky, CFA (@MichalStupavsky) June 20, 2023 …
PEG ratio measures what investors are willing to pay for a company's earnings growth — Bravos Research (@bravosresearch) June 19, 2023 Apple $AAPL made a new all-time high last week and is now just over 3.1% away from a $3 …
via koreatimes.co.kr: Korea’s household debt-to-gross domestic product (GDP) ratio was the highest among the world’s 34 major economies in the first three months of this year, data showed Monday. This has raised concerns that banks and other financial firms may …
Investor surveys, put/call ratios, sentiment gauges and fund-manager positioning data all point to sky-high levels of bullish sentiment + a lot of FOMO buying in tech. It's pretty rare to see all of them sending the same message at once. …
Bye bye liquidity… right when everyone is max bullish and on vacation.pic.twitter.com/8Y0a7zk1WV https://t.co/FQUZXdc38m — Financelot (@FinanceLancelot) June 2, 2023 The chart of the week: S&P Tech with the ISEE call/put index:https://t.co/zlMsxl36fz Getting out, there will be no one on the …
The NASDAQ to Russell 2000 ratio is the most stretched we've seen since the Dot Com bubble pic.twitter.com/oN8sYz3FYU — Markets & Mayhem (@Mayhem4Markets) June 2, 2023 The #FOMO chase into #technology stocks might be getting a little ahead of itself. …